Customer Service Associate

Posted 6 Hours Ago
Be an Early Applicant
Charlotte, NC, USA
Hybrid
Entry level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Provide frontline support to internal and external customers for account management, transactions, billing, and basic technical issues. Research and resolve customer inquiries, escalate when needed, follow policies and compliance requirements, and act as primary contact for customers and internal partners in a contact center environment.
Summary Generated by Built In
About this role:
Wells Fargo is seeking a Customer Service Associate in Business Operations as part of the Contact Center division. Learn more about the career areas and business divisions at wellsfargojobs.com .
In this role, you will:
  • Provide support to internal and external customers in account management, operations, documentation, and technical support
  • Review basic or tactical customer issues regarding products and services, billing, account questions, or account transactions with narrower impact
  • Receive direction from managers and exercise judgment within defined parameters while developing understanding of the related policies, procedures, or compliance requirements
  • Act as a primary support person for the customer and internal partners supporting customer services
  • Provide information to managers as well as internal and external customers to resolve customer issues
Required Qualifications:
  • 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • 1+ years of financial customer service experience
  • 1+ years of experience in asset movement
  • Experience processing complex transactions and performing extensive research to resolve complex customer inquiries
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to navigate multiple computer system windows, applications, and utilize search tools to find information
  • Ability to interact effectively with internal and external partners and clients/customers
  • Basic Microsoft Office skills
  • Financial product & service knowledge
  • Knowledge of investment terminology
  • Contact center experience
Job Expectations:
  • Work Schedule: Monday through Friday between the hours of 8:00am to 7:00pm EST
  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule
  • Willingness to work on-site at stated location on the job opening
Posting Location:
  • Charlotte, NC
Posted Location:
  • 1525 W WT Harris Boulevard, Charlotte, North Carolina 28262-8522
Posting End Date:
5 Aug 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
#BI-Hybrid

Skills Required

  • 6+ months of Customer Service, Financial Services, or Contact Center experience (or equivalent via work, training, military, education)
  • Willingness to work on-site at the stated location (hybrid schedule)
  • Work schedule availability Monday through Friday between 8:00am to 7:00pm EST
  • Must be authorized to work without visa sponsorship (position not eligible for visa sponsorship)
  • 1+ years of financial customer service experience
  • 1+ years of experience in asset movement
  • Experience processing complex transactions and performing extensive research to resolve complex customer inquiries
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to navigate multiple computer system windows, applications, and utilize search tools to find information
  • Ability to interact effectively with internal and external partners and clients/customers
  • Basic Microsoft Office skills
  • Financial product and service knowledge and knowledge of investment terminology
  • Contact center experience

Wells Fargo Compensation & Benefits Highlights

  • Retirement Support Retirement support is anchored by a dollar‑for‑dollar 401(k) match on employee contributions after one year of service, with an additional non‑matching company contribution for some lower‑paid employees. Access to an employee stock purchase plan further expands long‑term savings opportunities.
  • Parental & Family Support Family supports include up to 16 weeks of paid parental leave available from the first day of employment, plus paid critical‑caregiving leave and extensive backup care options. Fertility, adoption, and surrogacy programs are highlighted with meaningful coverage and reimbursements, including a combined lifetime maximum up to $35,000 for eligible expenses.
  • Healthcare Strength Health coverage is comprehensive from day one, spanning medical, dental, vision, mental health, prescriptions, and preventive care often fully covered in‑network. Employer cost‑sharing is emphasized alongside no‑cost counseling through the EAP within plan limits.

Wells Fargo Insights

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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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